Fixed Income Credit Intern

Cagayan State University; Madison (WI); On-site; USD 46,000 - 68,000; Part time

Job summary

Cagayan State University in Madison, WI seeks a finance-focused intern for approximately a 10-week summer period starting in 2027. You will analyze high-yield and leveraged loan investments, build financial models, and prepare memos and presentations for senior staff.

Expect to use AI tools to streamline research, data validation, and recurring analytical tasks. Ideal candidates are pursuing Finance, Economics, or Accounting, with strong analytical skills, Excel proficiency, and interest in

Qualifications

• Currently enrolled undergraduate or graduate student in Finance, Economics, Accounting, or related field.
• Foundational understanding of corporate finance and accounting; interest in fixed income markets.

Responsibilities

• Conduct financial and credit analysis of loan investments, reviewing statements, performance, and industry trends.
• Use approved AI tools to streamline research, data organization and recurring tasks.
• Develop and maintain detailed financial models to support investment recommendations.
• Prepare written research, credit memos, and verbal presentations for senior staff.
• Learn and participate in the investment process, including due diligence and portfolio monitoring.

Skills

Analytical skills

Quantitative skills

Excel proficiency

Verbal communication

Education

Undergraduate or graduate student in Finance/Economics/Accounting

Tools

Bloomberg

S&P Capital IQ

Moody's Research

PitchBook

Excel

Job description

Your Role

Here’s what you will be doing:

• Conduct financial and credit analysis of current and prospective high-yield and leveraged loan investments, including reviewing company financial statements, operating performance, and industry trends.
• Use approved AI and automation tools to streamline elements of the investment process, including research synthesis, data organization and validation, and recurring analytical tasks, while following established team processes and firm-wide controls.
• Develop and maintain detailed financial models to support investment recommendations.
• Prepare written research, credit memos, and verbal presentations on investment recommendations and credit quality for senior staff.
• Learn and participate in the investment process, including idea generation, due diligence, portfolio monitoring, and ongoing credit and risk assessment of portfolio holdings.
• Stay current on market, industry, and company-specific developments that impact creditworthiness and portfolio risk.
• Participate in cross-strategy learning opportunities with Structured Products, Investment Grade, Rates, and Trading teams to broaden exposure to securitized products, corporate credit, macro fixed income strategies, and trading and execution.

About You

The company is looking for:

• Ability to work in Madison, WI for an approximate 10-week period, beginning summer of 2027.
• Current undergraduate or graduate student pursuing a degree in Finance, Economics, Accounting, or a related field.
• Foundational understanding of corporate finance and accounting, with an interest in developing knowledge of fixed income markets.
• Interest in credit markets, particularly high yield, leveraged loans, and structured products.
• Excellent analytical, quantitative, and problem‑solving skills with the ability to interpret complex financial data.
• Familiarity with AI tools and an interest in developing AI‑enabled tools and workflows to improve research and analytical efficiency.
• Proficiency with Microsoft Excel and familiarity with financial modeling; exposure to Bloomberg, Octus, S&P Capital IQ, Moody’s Research, CreditSights, Pitchbook, or other financial tools is a plus.
• Strong written and verbal communication skills; ability to clearly articulate investment views.
• Highly motivated, detail‑oriented, and capable of working both independently and as part of a collaborative team.